See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,712 | $105,998-79.5% | $92,233-76.5% | $147,584-85.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.64% | 50.05%-27.4pp | 176.28%-153.6pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,500 | $4,333-42.3% | $3,679-32.1% | $4,876-48.7% |
| Participant deferral / active EE | $5,000 | $4,478+11.7% | $3,897+28.3% | $5,439-8.1% |
| Admin fee / account holder | $931 | $6,332-85.3% | $5,194-82.1% | $10,885-91.4% |